Search The Nerd's Eye View Archives

What would you like to search for?

You might also be interested in some of our recent articles...

Converting A Primary Residence Into Rental Property: Tax Strategies To Preserve Gain Exclusion, Defer Gain Recognition, And Leverage Deductible Expenses
Turning Abstract Behavioral Finance Research Into Practical Tools To Better Client Outcomes: #FASuccess Ep 454 With Dr. Daniel Crosby
3 Growth Strategies That Won’t Plateau As The Firm Grows: Build Scalable Processes Into Double-Digit Growth
Weekend Reading For Financial Planners (September 6–7)
Scaling Financial Planning: Client Affluence Vs Technology Efficiencies: Kitces & Carl Ep 172

NEW Kitces Training Course

You’ve started the planning process—but how do you actually start the planning process?

Every advisor approaches discovery a little differently, some jump straight into collecting data or identifying goals, like vacation homes or grandkids education. But beginning intentionally with deep discovery builds trust and commitment from the start.

We’ll show you how to structure and craft a discovery process to uncover what truly matters and connect with clients on a deeper level. Ultimately, to help clients feel more motivated to move forward with meaningful financial planning.

Learn More